I have received 8 SalesForce.com certifications and have been using SalesForce for nearly 9 years and have learned a lot about the system. I have used it to migrate companies from past on premise systems to the cloud. I have also handled all data migrations and even moved one organization from Unlimited Edition to Enterprise Edition through setting up a new system and migrating all data. I believe in the vision in SalesForce and want to help others leverage its power.

Thursday, July 31, 2014

Different Types of File Storage Options

In SalesForce, you have a number of different ways to manage files. However, do you know which way is the most appropriate way for your needs? It is pretty simple!

SalesForce/Chatter FilesThe SalesForce/Chatter Files, located either when you attach a file in Chatter, or go under Files, is designed to store the files you share internally. While very similar to the CRM Content, the SalesForce/Chatter Files has the additional ability of allowing for syncing of files between a user's desktop and SalesForce (via SalesForce Files sync)

CRM ContentThe CRM Content, located under the Libraries and Content tab, are useful for managing documents where there are frequent changes and sharing. This would be common for files used for Sales & Marketing collateral. The CRM Content functionality handles versioning, comments (from users), and sharing with ease. Files here can be up to 2 GB.

DocumentsThe Documents, while one of the oldest SalesForce modules, is probably the one most incorrectly used. It is designed to host images and files that are hosted on your website or in your Community/Customer Portal. It shouldn't be used for managing files and Sales Collateral. That's because the size of the documents that can be hosted here are limited to 5MB.

AttachmentsUnder any record, there is the Notes and Attachments related list. Any files uploaded under this related list are stored in the Attachments section. Like Documents, you are limited to 5MB.

If you want to be successful in your job you need use different types of file storage options. The major role can be played by online transcription and translation services . I think that if you have an opportunity to automatize your working process you need to do this immediately. This will ease your working routine.